Independent Advisor Alliance’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Independent Advisor Alliance’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.22M	Buy	17,365 +13,904	+402%	+$1.88M	0.02%	526
2025 Q4	$474K	Hold	3,461	–	–	0.01%	665
2025 Q3	$493K	Buy	3,461 +735	+27%	+$104K	0.01%	627
2025 Q2	$378K	Sell	2,726 -19	-0.7%	-$2.4K	0.01%	666
2025 Q1	$323K	Sell	2,745 -14,628	-84%	-$1.88M	0.01%	639
2024 Q4	$2.2M	Buy	+17,373	New	+$2.21M	0.03%	485
2020 Q1	–	Sell	-20,552	Closed	-$1.57M	–	642
2019 Q4	$1.57M	Buy	+20,552	New	+$1.51M	0.07%	281

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Independent Advisor Alliance's IWP Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 402% in Q1 2026, buying an estimated $1.88M and bringing the position to 17,365 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #526.

Independent Advisor Alliance first reported a position in IWP in Q4 2019 and has held it in 7 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Independent Advisor Alliance held 17,365 shares of iShares Russell Mid-Cap Growth ETF worth $2.22M as of Q1 2026.
Independent Advisor Alliance bought 13,904 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.88M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #526 holding.
Independent Advisor Alliance first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.